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End of Year Financial Planning For 2023 (Part 2)
Manage episode 384941969 series 3462058
Kandungan disediakan oleh Mike Flanders. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Mike Flanders atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
We're back to finish unpacking our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Together, we'll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on the often-overlooked emotional aspects of this pivotal life transition.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
135 episod
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